Anic Equity¶
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Total return since start: 0.551 %¶
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Equity now: -----------------------------> 47386.28 Kr¶
Max Equity ever reached: ------------> 48629.89 Kr¶
Portfolio value: --------------------------> 45988.26 Kr¶
PnL: ---------------------------------------> -900.31 Kr¶
DD now: ---------------------------------> -2.557 %¶
Max portfolio DD since start: ----> -13.025 %¶
Updated:¶
'2023-01-30 09:40:41.601294'
Anic Portfolio Holdings¶
| volume | changePercent | value | profit | profitPercent | acquiredValue | |
|---|---|---|---|---|---|---|
| name | ||||||
| HEBA B | 70 | -2.120000 | 2751.000000 | 115.000000 | 4.360000 | 2636.000010 |
| FM Mattsson Mora Group B | 50 | -3.660000 | 3025.000000 | 98.000000 | 3.350000 | 2927.000000 |
| HMS Networks | 2 | -1.540000 | 768.000000 | 95.000000 | 14.120000 | 673.000000 |
| Nordea Bank Abp | 29 | 0.170000 | 3520.600000 | 66.600000 | 1.930000 | 3453.999992 |
| MedCap | 2 | 0.000000 | 467.000000 | 46.000000 | 10.930000 | 421.000000 |
| Samhällsbyggnadsbo. i Norden B | 20 | -3.700000 | 393.300000 | 38.300000 | 10.790000 | 355.000000 |
| Resurs Holding | 22 | -0.970000 | 604.120000 | 30.120000 | 5.250000 | 573.999998 |
| AcadeMedia | 12 | 1.040000 | 585.360000 | 28.360000 | 5.090000 | 557.000004 |
| SAAB B | 8 | -0.470000 | 3404.000000 | 27.000000 | 0.800000 | 3377.000000 |
| Swedbank A | 3 | -0.510000 | 586.350000 | 22.350000 | 3.960000 | 564.000000 |
| OEM International B | 7 | 0.380000 | 549.500000 | 21.500000 | 4.070000 | 527.999997 |
| Intrum | 4 | -0.950000 | 542.800000 | 15.800000 | 3.000000 | 527.000000 |
| Corem Property Group B | 59 | -3.560000 | 591.770000 | 14.770000 | 2.560000 | 576.999999 |
| Fastighetsbolag. Emilshus Pref | 21 | 0.180000 | 576.450000 | 14.450000 | 2.570000 | 562.000005 |
| Securitas B | 6 | -0.650000 | 584.160000 | 14.160000 | 2.480000 | 570.000000 |
| Eastnine | 4 | -0.790000 | 501.600000 | 10.600000 | 2.160000 | 491.000000 |
| Samhällsbyggnadsbo. i Norden D | 12 | -2.330000 | 251.040000 | 5.040000 | 2.050000 | 246.000000 |
| Karnov Group | 9 | -0.830000 | 540.900000 | 4.900000 | 0.910000 | 536.000004 |
| Norva24 Group | 16 | -2.510000 | 545.920000 | 2.920000 | 0.540000 | 543.000000 |
| Coor Service Management Hold. | 8 | -1.330000 | 533.600000 | 1.600000 | 0.300000 | 532.000000 |
| Creaspac SPAC | 6 | -0.720000 | 577.200000 | 0.200000 | 0.030000 | 577.000002 |
| Handelsbanken A | 5 | -0.600000 | 537.000000 | -9.000000 | -1.650000 | 546.000000 |
| Midsona B | 63 | 0.780000 | 572.040000 | -10.960000 | -1.880000 | 582.999984 |
| Boozt | 12 | -1.800000 | 1640.400000 | -13.600000 | -0.820000 | 1653.999996 |
| CTEK | 13 | -0.540000 | 506.870000 | -27.130000 | -5.080000 | 533.999999 |
| International Petroleum Corp. | 5 | -1.920000 | 563.000000 | -31.570000 | -5.310000 | 594.565215 |
| Essity B | 2 | 1.010000 | 539.800000 | -34.200000 | -5.960000 | 574.000000 |
| Vivesto | 1368 | 1.230000 | 560.880000 | -52.120000 | -8.500000 | 612.999432 |
| Essity A | 4 | 0.740000 | 1082.000000 | -67.000000 | -5.830000 | 1149.000000 |
| Sampo Oyj SDB | 7 | -0.090000 | 3776.500000 | -73.500000 | -1.910000 | 3850.000000 |
| Beijer Electronics Group | 26 | 2.990000 | 2865.200000 | -105.800000 | -3.560000 | 2971.000006 |
| Fasadgruppen Group | 35 | -0.380000 | 3675.000000 | -136.000000 | -3.570000 | 3810.999990 |
| OX2 | 18 | 0.000000 | 1445.400000 | -218.600000 | -13.140000 | 1663.999992 |
| Axfood | 13 | 1.420000 | 3516.500000 | -239.500000 | -6.380000 | 3756.000001 |
| Ovzon | 52 | 0.930000 | 2808.000000 | -554.000000 | -16.480000 | 3361.999992 |
| TOTAL | 45988.260000 | -900.310000 | -2.5573% | 46888.564618 |
Updated:¶
'2023-01-30 09:40:54.538403'
None
Last optimization/rebalancing:¶
'2023-01-02'
Next optimization/rebalancing:¶
'2023-02-10'
AVAN-Live vs backtest and OMXSE30 2023¶
Walk forward test results - depending on starting day¶
Equity is shown as log of returns. Returns range by a factor of 10. Best is about 10000%, 100 times money, and worst 1000%, 10 times money in 20 years. Maximal duration for drawdown periods vary between 280-750 days. Worst drawdown across the tests is about 40 %. ¶
